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We add our additional emails with a new contact but this is a personal preference. Do what you believe would be best for your work flow. If adding a new email field in the Contacts table, remember to take into consideration other screens in Method that rely on emails, i.e. List Builder, Cases, Activities, etc. If you need to send emails to both of ...
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When we create an invoice in Method, is there a way for our sales agent processing the order to receive a BCC email that the system will email to the customer?
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which is cheapest and best to be able to collect eft thru method?
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This is becoming to be a problem, we are having to do a full sync weekly to make customers reappear in method, could this be caused by multi user quickbooks users and all users having sync engine running?
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Hi Jason,
It is now working. It probably had to do with my browser, because I don't get this problem when view the report from another computer.
Bu I do have another problem with Report Designer with another form. On a Sales Order I have added the column Other2 that we use to input the quantity shipped. In Method it ...
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Hi Greenbee,
You may create sales reps in Method in the Quickbooks tab group under Lists>Sales Rep. You can then assign them to leads, customers, and opportunities yourself if needed. If you would like to take advantage of the built-in conversion charts on the home dashboard, you may ...
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Hi Dawn,
This is good to hear! Glad everything is back to normal.
- Adam
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Thanks! We've found that certain zoom levels in Chrome is causing this. I'll update this thread when its fixed.
- Adam
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Update.
Have once again removed QB and Method entirely from my system. Reinstalled both. Ran updates on QBE on all computers. So far so good. Glad no one else is having the problem! :D
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What is the best aproach to a client with two emails?
Create a new field in the customer table? "email2" or add a second contact with the same name to the customer
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